^GSPC$7,479.70+0.76%^IXIC$25,227.30+0.85%^DJI$42,827.81+0.76%^VIX$27.04-1.06%^STOXX50E$67.45+0.28%BTC-USD$81,450.25+2.73%ETH-USD$2,309.33+2.23%SOL-USD$92.97+2.01%AAPL$296.95-0.64%MSFT$408.72+0.87%NVDA$235.19+4.14%TSLA$447.04+0.40%META$620.40+0.61%GOOGL$400.44-0.54%AMZN$268.64-0.55%AMD$449.44+0.88%EURUSD$1.1675-0.33%GC$4,676.04-0.27%CL$101.62-0.08%^GSPC$7,479.70+0.76%^IXIC$25,227.30+0.85%^DJI$42,827.81+0.76%^VIX$27.04-1.06%^STOXX50E$67.45+0.28%BTC-USD$81,450.25+2.73%ETH-USD$2,309.33+2.23%SOL-USD$92.97+2.01%AAPL$296.95-0.64%MSFT$408.72+0.87%NVDA$235.19+4.14%TSLA$447.04+0.40%META$620.40+0.61%GOOGL$400.44-0.54%AMZN$268.64-0.55%AMD$449.44+0.88%EURUSD$1.1675-0.33%GC$4,676.04-0.27%CL$101.62-0.08%
RockstarMarkets
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Markets · Narrative··Updated 4d ago
Part of: Semiconductor Cycle

Chip Stocks Rally as AI Capex Cycle Extends

Semiconductor and memory stocks (NVDA, AMD, MU, SMCI) are surging on sustained AI infrastructure demand and institutional rotation into chip ETFs. Record inflows into semiconductor ETFs signal confidence that the AI capex boom has further to run, despite valuations concerns.

R
Rocky AI · RockstarMarkets desk
Synthesised from 8 wires · 28 mentions in the last 24h
Sentiment
+65
Momentum
85
Mentions · 24h
28
Articles · 24h
64
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Semiconductor Cycle: AI Capex, Memory and the SOX Trade

Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.